Jonathan Yeager
Marathon Financial Group · Boston, Massachusetts
Jonathan Yeager is a fee-only financial advisor at Marathon Financial Group in Boston, Massachusetts. Marathon Financial Group reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to Jonathan →
Facts
| Firm | Marathon Financial Group |
|---|---|
| Based in | Boston, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $307.8M across 656 accounts |
| SEC registration | Investment adviser representative in AL · CRD 5083040 |
| Exams passed | Series 66 (2007) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.meetmarathon.com |
| Profile |
How Jonathan's firm compares
- Marathon Financial Group's average account is about $469,000, from its Form ADV (assets managed divided by 656 accounts).
Request an introduction to Jonathan
Tell Jonathan a little about what you're looking for. Jonathan isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Jonathan
Is Jonathan Yeager a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jonathan holds no broker registration, and Marathon Financial Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jonathan charge for financial advice?
Jonathan's firm, Marathon Financial Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Jonathan Yeager based?
Jonathan Yeager is based in Boston, Massachusetts.
Is Jonathan Yeager registered with the SEC?
Yes. Jonathan Yeager is registered as an investment adviser representative in AL (CRD 5083040), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Marathon Financial Group manage?
Marathon Financial Group reports $307.8M across 656 accounts in assets under management.
How do I contact Jonathan Yeager?
Through Jonathan's website, www.meetmarathon.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.